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Product Roadmap

A look at what we are building, what is coming next, and where Trupocket is headed.

Recently Launched

Milestones we have shipped.

REST API

Launched

Access every feature programmatically with a complete REST API. Full OpenAPI documentation included.

Launched December 7, 2025

Web Application

Launched

The full Trupocket web application for managing your personal finances from any browser.

Launched February 11, 2026

Mortgage Account Support

Launched

Track mortgage accounts with amortization schedules, escrow tracking, and payment history.

Launched March 5, 2026

Marketing Website

Launched

The public home for Trupocket. Learn about features, pricing, and the story behind the product, all at trupocket.com.

Launched March 19, 2026

Household Sharing

Launched

Invite family members or partners to join your household. Share budgets, accounts, and spending visibility in real time.

Launched March 31, 2026

Auto Loans

Launched

Building on our mortgage support, auto loans bring amortization schedules and payment tracking to vehicle financing.

Launched April 6, 2026

Spending

Launched

See where your money goes with detailed breakdowns by category, payee, and hashtag, plus a top-categories view that shows your biggest line items at a glance.

Launched April 13, 2026

Monthly Footprint Report

Launched

Project your monthly income against expenses and budgets, then model changes by adjusting the numbers before you commit.

Launched May 11, 2026

Credit Card Amortization Report

Launched

See how long it will take to pay off credit card balances with different payment strategies.

Launched May 11, 2026

Student Loan Account Type

Launched

Track student loans with amortization schedules, interest calculations, and payoff projections.

Launched May 11, 2026

Personal Loan Account Type

Launched

Track personal loans with amortization schedules, interest calculations, and payoff projections.

Launched May 29, 2026

In Progress

Features we are building right now.

Scheduled Transaction Notifications

In Progress

Get notified before scheduled transactions post so you can review and confirm you have the funds.

MCP Server for AI Tools

In Progress

Connect Trupocket to AI assistants and tools via the Model Context Protocol. Query your finances with natural language.

Data Export

In Progress

Export your transactions, budgets, and account data in CSV or JSON format for external analysis.

Webhooks

In Progress

Get notified when events happen in your account. Build integrations that respond to changes in real time.

Up Next

On deck once current work wraps up.

Budget Alerts

Up Next

Get notified the moment a transaction pushes spending past a budget limit. Catch overspending as it happens, not at the end of the month.

Credit Card Interest Warnings

Up Next

Alerts when carrying a balance will lead to interest charges worth watching.

Savings Goals

Up Next

Set a target amount and track your progress as each contribution brings you closer to the finish line.

Custom Financial Rules

Up Next

Create if-then rules that run automatically. Auto-categorize by merchant, apply hashtags based on amount or account, split transactions, and more.

iOS App

Up Next
Major Feature

A native iPhone app for managing your finances on the go. All features, right in your pocket.

Android App

Up Next
Major Feature

A native Android app for managing your finances on the go. All features, right in your pocket.

On the Horizon

Longer-term ideas on our radar.

Envelope Budgeting

On the Horizon
Major Feature

A new household style alongside Detailed Tracking. Divide your money into virtual envelopes for zero-based budgeting.

Transaction Templates

On the Horizon

Save frequently used transactions as reusable templates. One tap to log your daily lunch spot, weekly grocery run, or any purchase you make on repeat.

Receipt Tracking

On the Horizon
Major Feature

Attach receipt photos and documents to any transaction. Upload a receipt and let AI read the details to create a new transaction automatically.

Shell App

On the Horizon
Major Feature

Manage your finances from the command line. A cross-platform CLI for developers who prefer the terminal over the browser.

Receipt Box

On the Horizon
Major Feature

A household style built for receipt management. Upload images or PDFs, search by text recognition, and categorize with hashtags.

Investment Tracking

On the Horizon
Major Feature

Track stocks, ETFs, and other investments alongside your regular accounts for a complete financial overview.

Developer SDKs

On the Horizon

Official client libraries for Python, TypeScript, and more. Build on the Trupocket API with less boilerplate.

Bank Sync

On the Horizon
Major Feature

Automatically import transactions from your bank accounts via Plaid integration. No more manual entry.

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